The Pearl system includes powerful event and activity management, which can be used in a range of business applications.
Event & Activities
- Setting up
- Accounting
- Bank - Bank accounts
- Bank - Importing statements
- Bank - Reconciliation
- Expenses
- FAQ
- Introduction to book keeping
- IRIS integration / Map codes
- Making corrections
- Paypal Integration
- Period end
- Purchasing and Stock
- Receiving and paying money
- Reports
- Sales Invoices
- Setting up your accounting
- VAT - Flat rate support
- VAT Return
- Wages and Payroll
- Contacts, CRM and email
- Companies and individuals
- Contact search and filtering
- Creating Contacts
- Custom Fields
- Email marketing
- Email: Gmail / Rapportive
- Email: Google Apps Setup
- Email: Integration with CRM
- Email: sending email from Pearl
- Excel data management
- Following up leads
- Merging contacts
- SmartForms
- Statuses
- Tags
- Timeline
- WordPress Plugin
- Event & Activities
- Marketing
- Products
- Purchasing
- Sales
- Cloning sales
- Creating and Editing
- Credit notes and corrections
- Delivery and packing notes
- Extra sales information
- Finding and filtering sales
- Importing sales
- Multi currency invoicing
- Order Fulfilment
- Processing credit cards
- Quote and invoice templates
- Sale statuses
- Sales reporting
- Selling online
- Sending and approving quotes
- Till sales / EPOS
- Web portal and sales
- Website
- An Introduction
- Themes & Templates
- Categories & Pages
- The Skeletal/Basic Theme
- Widgets & Objects
- Menus & Navigation
- Images, Videos & Other Assets
- Domains & Storefronts
- Contacts & Smartforms
- Newsdesk, Events & Calendars
- Shipping Methods, Prices & Zones
- Discounts & Voucher Codes
- Analytics & SEO
- Appendix
Event & Activities